ISHARES TR's ticker is IJH and the CUSIP is 464287507. A total of 439 filers reported holding ISHARES TR in Q2 2013. The put-call ratio across all filers is 0.35 and the average weighting 1.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2022 | $5,277,516 | -2.5% | 24,069 | +0.6% | 0.04% | -2.2% |
| Q2 2022 | $5,414,105 | -11.0% | 23,928 | +5.6% | 0.04% | +18.4% |
| Q1 2022 | $6,082,233 | +54.8% | 22,664 | +63.3% | 0.04% | +65.2% |
| Q4 2021 | $3,930,321 | +3.2% | 13,878 | -4.1% | 0.02% | -17.9% |
| Q3 2021 | $3,808,994 | +17.4% | 14,477 | +19.9% | 0.03% | +40.0% |
| Q2 2021 | $3,245,704 | +23.3% | 12,075 | +19.5% | 0.02% | -13.0% |
| Q1 2021 | $2,631,784 | +47.1% | 10,104 | +29.9% | 0.02% | +64.3% |
| Q4 2020 | $1,789,193 | +39.0% | 7,777 | +12.0% | 0.01% | 0.0% |
| Q3 2020 | $1,287,000 | +9.0% | 6,946 | +4.6% | 0.01% | 0.0% |
| Q2 2020 | $1,181,000 | +449.3% | 6,643 | +343.8% | 0.01% | +600.0% |
| Q1 2020 | $215,000 | -91.3% | 1,497 | -87.5% | 0.00% | -89.5% |
| Q4 2019 | $2,473,000 | -34.0% | 12,016 | -38.0% | 0.02% | -34.5% |
| Q3 2019 | $3,745,000 | +75.2% | 19,381 | +76.1% | 0.03% | +81.2% |
| Q2 2019 | $2,138,000 | -10.5% | 11,004 | -12.8% | 0.02% | -20.0% |
| Q1 2019 | $2,390,000 | +20.5% | 12,617 | +5.6% | 0.02% | +25.0% |
| Q4 2018 | $1,983,000 | +28.0% | 11,943 | +55.2% | 0.02% | +60.0% |
| Q3 2018 | $1,549,000 | -20.1% | 7,696 | -22.7% | 0.01% | -9.1% |
| Q2 2018 | $1,939,000 | -1.9% | 9,953 | -5.5% | 0.01% | 0.0% |
| Q1 2018 | $1,976,000 | +17.8% | 10,533 | +19.2% | 0.01% | +37.5% |
| Q4 2017 | $1,677,000 | -61.0% | 8,836 | -63.3% | 0.01% | -71.4% |
| Q3 2017 | $4,305,000 | +259.3% | 24,065 | +249.4% | 0.03% | +250.0% |
| Q2 2017 | $1,198,000 | +59.9% | 6,887 | +57.5% | 0.01% | +33.3% |
| Q1 2017 | $749,000 | +134.1% | 4,374 | +126.2% | 0.01% | +200.0% |
| Q4 2016 | $320,000 | +171.2% | 1,934 | +144.8% | 0.00% | +100.0% |
| Q2 2015 | $118,000 | +9.3% | 790 | 0.0% | 0.00% | 0.0% |
| Q3 2014 | $108,000 | +1.9% | 790 | 0.0% | 0.00% | 0.0% |
| Q4 2013 | $106,000 | +8.2% | 790 | 0.0% | 0.00% | 0.0% |
| Q3 2013 | $98,000 | +7.7% | 790 | 0.0% | 0.00% | 0.0% |
| Q2 2013 | $91,000 | – | 790 | – | 0.00% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Pachira Investments Inc. | 152,236 | $27,235,000 | 24.00% |
| ARKANSAS FINANCIAL GROUP, INC. | 276,435 | $49,454,000 | 22.32% |
| Lee Financial Co | 315,797 | $56,496,000 | 18.23% |
| Tarbox Family Office, Inc. | 217,016 | $38,824,000 | 17.02% |
| Affiance Financial, LLC | 114,958 | $20,566,000 | 16.56% |
| Connecticut Wealth Management, LLC | 154,145 | $27,859,000 | 16.37% |
| Legacy Wealth Management, Inc | 355,437 | $63,587,000 | 16.18% |
| EVERMAY WEALTH MANAGEMENT LLC | 199,280 | $35,651,000 | 15.48% |
| Acropolis Investment Management, LLC | 508,376 | $90,948,000 | 14.88% |
| Lenox Wealth Advisors, LLC | 255,820 | $45,775,000 | 14.11% |